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Equity Markets
Report

Equity Markets

Slowing but Still Strong

Gerry Hansell, Jeffrey Kotzen, Frank Plaschke, Eric Olsen and Hady Farag
Boston Consulting Group, 2015
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Editorial Rating

8

Qualities

  • Innovative
  • Well Structured
  • Overview

Recommendation

Although the future is never certain, a good run of above-average growth in global stock markets since the 2008 crisis points to equities’ solid staying power. The Boston Consulting Group’s Gerry Hansell, Jeffrey Kotzen, Frank Plaschke, Eric Olsen and Hady Farag sort through the 2014 total shareholder returns of more than 6,000 firms in 44 markets around the world to come up with some ideas on how stocks might perform in 2015. Though not endorsing any investment, getAbstract suggests this excellent synopsis of equity market trends to investors and executives.

Take-Aways

  • While past results don’t guarantee future outcomes, strong global equity markets – which hit a total shareholder return (TSR) of 26% in 2013 and 9.9% in 2014 – may signal that “expansion will continue for some time to come.”
  • Developing countries had the highest returns in 2014. China led the way with a TSR of 67%, while Russia placed last among global markets with negative 43%.
  • In the advanced economies, smaller markets topped the list: Denmark ranked first at 23%. At 14%, the United States was the sole large developed nation with above-average returns. Japan and several European markets lagged.

About the Authors

Gerry Hansell, Jeffrey Kotzen and Frank Plaschke are managing directors at the Boston Consulting Group, where Eric Olsen is a senior adviser and Hady Farag is a principal.

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